Walser Wealth Management Company A Ltd Liability Co Acquires New Stake in iShares Core S&P 500 ETF $IVV

Walser Wealth Management Company A Ltd Liability Co bought a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 865 shares of the company’s stock, valued at approximately $592,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of IVV. Legacy Private Trust Co. grew its holdings in iShares Core S&P 500 ETF by 1.1% during the 4th quarter. Legacy Private Trust Co. now owns 333,049 shares of the company’s stock worth $228,119,000 after acquiring an additional 3,711 shares in the last quarter. Coyle Financial Counsel LLC raised its holdings in shares of iShares Core S&P 500 ETF by 7.1% in the 3rd quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after purchasing an additional 7,120 shares in the last quarter. Hubbell Strickland Wealth Management LLC raised its holdings in shares of iShares Core S&P 500 ETF by 2.0% in the 4th quarter. Hubbell Strickland Wealth Management LLC now owns 39,670 shares of the company’s stock valued at $27,172,000 after purchasing an additional 792 shares in the last quarter. Belpointe Asset Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the company’s stock worth $27,239,000 after purchasing an additional 1,700 shares during the last quarter. Finally, Atria Investments Inc lifted its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the company’s stock worth $172,181,000 after purchasing an additional 30,777 shares during the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $750.11 on Friday. The firm has a fifty day moving average price of $734.01 and a 200 day moving average price of $700.66. The company has a market cap of $828.31 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12 month low of $594.71 and a 12 month high of $764.00.

iShares Core S&P 500 ETF Profile

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.